Algert Global’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5M | Sell |
17,235
-650
| -4% | -$188K | 0.1% | 330 |
|
|
2025
Q1 | $4.39M | Buy |
17,885
+1,885
| +12% | +$462K | 0.11% | 319 |
|
|
2024
Q4 | $3.84M | Buy |
16,000
+1,690
| +12% | +$405K | 0.09% | 372 |
|
|
2024
Q3 | $3.02M | Buy |
+14,310
| New | +$3.02M | 0.08% | 430 |
|
|
2023
Q3 | – | Sell |
-12,061
| Closed | -$1.75M | – | 1180 |
|
|
2023
Q2 | $1.75M | Buy |
12,061
+8,200
| +212% | +$1.19M | 0.08% | 432 |
|
|
2023
Q1 | $503K | Hold |
3,861
| – | – | 0.02% | 819 |
|
|
2022
Q4 | $518K | Buy |
3,861
+553
| +17% | +$74.2K | 0.03% | 793 |
|
|
2022
Q3 | $346K | Buy |
+3,308
| New | +$346K | 0.02% | 912 |
|
|
2022
Q1 | – | Sell |
-1,641
| Closed | -$260K | – | 1249 |
|
|
2021
Q4 | $260K | Buy |
+1,641
| New | +$260K | 0.03% | 779 |
|
|
2021
Q3 | – | Sell |
-1,595
| Closed | -$248K | – | 1046 |
|
|
2021
Q2 | $248K | Sell |
1,595
-471
| -23% | -$73.2K | 0.08% | 322 |
|
|
2021
Q1 | $315K | Buy |
+2,066
| New | +$315K | 0.1% | 293 |
|